Use the new Service Requests subtab found on the Household record. Or, from anywhere on the Platform, access this new subtab by clicking on the Service an Account button and then choosing the Allocation Change option.
Our integration with Morningstar ByAllAccounts Aggregation service provides clients their entire financial picture in one place. Data for investment accounts, bank accounts, credit cards and more are retrieved nightly into the client portal and advisor portal, creating a more holistic view of the client’s finances.
- Page 1 of 2